Summary
The Cash Management Group at Canaccord Genuity is seeking a highly driven and experienced Senior Investment Associate to support our Institutional Investment Advisors and broader Private Wealth platform. Our team manages over $7 billion in client assets and is built on a foundation of collaboration, accountability, and exceptional client service.

This is a senior, hands‑on role that blends client service, operations, leadership, and product coordination. You will act as a key partner to Investment Advisors, lead and mentor a team of Associates and Client Service/Operations professionals, and work closely with external partners and issuers to bring investment solutions to our clients.

The ideal candidate is detail‑oriented, proactive, and thrives in a fast‑paced, high‑performance setting while maintaining a strong client‑first mindset.

This role is fully onsite at our downtown Vancouver office.

Key Responsibilities

Oversee preparation of client deliverables including investment proposals, portfolio reviews, and reporting materials

Oversee account lifecycle management including onboarding, transfers, maintenance, and documentation in accordance with regulatory requirements

Ensure accuracy and timeliness of transactions including deposits, withdrawals, and trade instructions

Maintain high‑quality client records across Salesforce and internal systems

Partner with internal teams (trading, compliance, operations) to ensure efficient execution and issue resolution

Support Advisors in managing pipelines, tracking client activity, and coordinating prospect engagement





Assist in preparing materials for prospective clients and institutional relationships

Track and report on key business metrics (calls, meetings, conversion, etc.)

Liaise with external partners, issuers, and product providers to source and structure investment solutions

Support product due diligence, onboarding, and ongoing coordination with partners

Stay informed on market trends and investment products relevant to client needs

Identify and implement process improvements to enhance efficiency, scalability, and client experience

Leverage systems (CRM, Excel, reporting tools) to improve data tracking and workflow automation

Provide senior‑level support to Institutional Investment Advisors, ensuring seamless execution of client strategies and requests

Act as a key point of contact for high‑value clients, ensuring timely, professional communication and follow‑up

Coordinate and support client meetings and sales road trips, including preparation of materials and post‑meeting execution

Lead, mentor, and develop a team of Associates and Client Service/Operations professionals

Establish workflows, delegate responsibilities, and ensure high standards of performance and accountability

Support training and onboarding of new team members

Drive a culture of continuous improvement, collaboration, and operational excellence





Skills & Qualifications

Undergraduate degree or higher level of education

Registered Representative licensing under CIRO

5–7+ years of experience in private wealth, institutional support, or investment operations

Demonstrated experience leading or mentoring junior team members

Strong leadership and team management skills

Exceptional organizational and multitasking abilities

High attention to detail and accuracy

Excellent verbal and written communication skills

Strong client service mindset with the ability to manage high‑value relationships

Proactive, self‑starter with a strong work ethic

Advanced proficiency in Excel

Experience with CRM systems (e.g., Salesforce) and internal wealth platforms

Comfort working with cloud‑based tools and reporting systems

What We Offer

Employee Stock Purchase Plan

RRSP matching

Daily healthy snacks, weekly catered lunches, and in‑office massages

Team events and a highly collaborative culture

A growth‑oriented environment with strong mentorship and career development opportunities

Canaccord Genuity Corp. welcomes and encourages applications from all qualified individuals including persons with disabilities. We will provide reasonable accommodations upon request for candidates taking part in all aspects of the recruitment and selection cycle.

In order to be considered for employment at Canaccord Genuity, candidates selected for interviews will be required to show proof of citizenship, permanent residence or eligibility to work in Canada with no restrictions.

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📌 Senior Investment Associate | Cash Management Group (British Columbia)
🏢 Canaccord Genuity Group
📍 British Columbia